Recent Research Analysts’ Ratings Updates for Estee Lauder Companies (EL)

Estee Lauder Companies (NYSE: EL) recently received a number of ratings updates from brokerages and research firms:

• 10/19/2026 – Estee Lauder Companies had its price target raised by JPMorgan Chase & Co. from $112.00 to $115.00. They now have an “overweight” rating on the stock.
• 10/19/2026 – Estee Lauder Companies had its price target raised by Jefferies Financial Group Inc. from $100.00 to $120.00. They now have a “hold” rating on the stock.
• 10/15/2026 – Estee Lauder Companies had its price target raised by Morgan Stanley from $102.00 to $112.00. They now have an “equal weight” rating on the stock.
• 10/5/2026 – Estee Lauder Companies had its price target lowered by Wells Fargo & Company from $104.00 to $95.00. They now have an “equal weight” rating on the stock.
• 10/5/2026 – Estee Lauder Companies was upgraded by Barclays PLC from “equal weight” to “overweight”. They now have a $108.00 price target on the stock, up from $97.00.
• 9/26/2026 – Estee Lauder Companies was downgraded by Wall Street Zen from “buy” to “hold”.
• 9/12/2026 – Estee Lauder Companies was upgraded by Wall Street Zen from “hold” to “buy”.
• 8/30/2026 – Estee Lauder Companies was upgraded by China Intl Cap to “strong-buy”.
• 8/21/2026 – Estee Lauder Companies was upgraded by Weiss Ratings from “sell (d)” to “sell (d+)”.
• 8/21/2026 – Estee Lauder Companies had its price target raised by Barclays PLC from $80.00 to $97.00. They now have an “equal weight” rating on the stock.

Estee Lauder Companies Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Tuesday, September 15th. Stockholders of record on Monday, August 31st were paid a $0.35 dividend. This represents a $1.40 dividend on an annualized basis and a dividend yield of 1.3%. The ex-dividend date of this dividend was Monday, August 31st. Estee Lauder Companies’s dividend payout ratio is currently 285.71%.

Insider Transactions at Estee Lauder Companies

In other news, VP Rashida La Lande sold 7,766 shares of Estee Lauder Companies stock in a transaction dated Friday, August 28th. The stock was sold at an average price of $103.32, for a total value of $802,383.12. Following the completion of the transaction, the vice president owned 14,357 shares of the company’s stock, valued at $1,483,365.24. The trade was a 35.10% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Paul J. Fribourg sold 58,000 shares of the company’s stock in a transaction dated Monday, September 14th. The stock was sold at an average price of $98.17, for a total transaction of $5,693,860.00. Following the completion of the transaction, the director owned 417,300 shares in the company, valued at approximately $40,966,341. The trade was a 12.20% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 75,105 shares of company stock valued at $7,423,185. Insiders own 11.54% of the company’s stock.

The Estée Lauder Companies Inc (NYSE: EL) is a global prestige beauty company that develops, markets and sells skincare, makeup, fragrance and hair-care products. Its portfolio includes brands such as Estée Lauder, Clinique, M·A·C, La Mer, Jo Malone London, Aveda, Bobbi Brown Cosmetics, Tom Ford Beauty, Le Labo and The Ordinary.

Founded in 1946 by Estée and Joseph Lauder, the company began with four skincare products and has expanded into a multinational beauty business. Its products are sold through department and specialty stores, beauty retailers, brand-operated stores, e-commerce platforms, salons, spas and other distribution channels.

The Estée Lauder Companies serves consumers in markets across the Americas, Europe, the Middle East and Africa, and Asia-Pacific.